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February 19, 2026

KEDM Weekly

Theme of the Week   The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged the way we think. In...
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February 12, 2026

KEDM Weekly

Theme of the Week   What are IPO Unlocks? An IPO Unlock is a date that marks the end of the “lockup period,” usually 90 or 180 days after the...
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February 5, 2026

KEDM Weekly

Theme of the Week   Crypto Treasury Stocks The financial alchemy of MSTR and the other crypto treasury companies is impressive. Michael Saylor is a master financial engineer and he...
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January 29, 2026

KEDM Weekly

Theme of the Week   Emerging Markets Its worth circling back on EM again. In particular, LatAm, which is waking up, is one of our main focuses given the upcoming...
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January 22, 2026

KEDM Weekly

Theme of the Week   Refiners In equities, people obsess over product launches, management changes, Fed policy pivots, and even Reddit threads, but it ultimately comes back to supply and...
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January 15, 2026

KEDM Weekly

Theme of the Week   Revisiting Private Equity It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt bros doing...
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